generational wealth

Trump Accounts for Newborns: A New Era of Retirement Planning Begins at Birth

Trump Accounts for Newborns: A New Era of Retirement Planning Begins at Birth

In a historic shift in American retirement policy, the federal government has launched a program that fundamentally changes when retirement planning begins. Under the recently passed “One Big, Beautiful Bill,” every child born in the United States between 2025 and 2028 will automatically receive a $1,000 contribution to a specially designed retirement account—colloquially known as […]

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Don’t Blow Your Inheritance — Build Generational Wealth Instead

Don’t Blow Your Inheritance — Build Generational Wealth Instead Generational wealth refers to the assets passed down from one generation to the next, providing financial stability and opportunities for future family members. Understanding the importance of generational wealth is crucial in today’s economic landscape, where financial security can often feel elusive. By building and preserving

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Here’s How the Rich Manage an Inheritance to Preserve Wealth

Inheritance Management effectively and you unlock the potential to preserve wealth for generations. High-net-worth individuals adopt a strategic, multifaceted approach to inheritance that includes legal structures, diversified investments, professional guidance, and proactive education. Creating a Trust to Protect Assets One of the most effective ways to manage inheritance is by creating a trust. A trust

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